Private Client Advisor - Wealth Planning & Digital Solutions

JPMorganChase; Lewisville (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagements. The role emphasizes relationship management, client coaching, and leveraging digital tools to enhance the investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Series 7 and Series 66 licenses (63/65) either held or to be obtained within 60 days.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in client interactions and fiduciary responsibilities.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients engage with banking wherever they are.

Skills

Financial Advisor

Client acquisition

Relationship management

Series 7

Series 66

Life/Health/ LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagements. The role emphasizes relationship management, client coaching, and leveraging digital tools to enhance the investor experience.